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Whitney Tilson
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Whitney Tilson
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Articles (47)
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Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
on Nov 20, 2008
•
BRK.A
,
BRK.B
48 Comments
Shorting the Homebuilders as Their Stocks Surge
on Feb 24, 2008
•
HOV
,
ITB
,
LEN
43 Comments
MBIA's GIC Exposure Could Trigger a Liquidity Crisis
on Jun 28, 2008
•
MBI
37 Comments
Financials and Housing: The Outlook Remains Ugly
on Aug 20, 2008
•
ABK
,
FNM
,
FRE
31 Comments
The SEC's Campaign Against Naked Shorting: Misguided or Right On?
on Jul 18, 2008
25 Comments
Why We're Still in the Early Innings of the Bursting of the Housing and Credit Bubbles - And Implications for MBIA and Ambac
on Mar 08, 2008
•
ABK
,
MBI
25 Comments
Ambac, MBIA Are Still Shorts Amidst This Wink-and-Nod
on Feb 28, 2008
•
ABK
,
MBI
22 Comments
What Went Wrong at GE?
on Apr 12, 2008
•
GE
21 Comments
Merrill CDO Deal: How Can It Book a 'Sale'?
on Jul 29, 2008
•
MER
18 Comments
Fairfax Financial: Anatomy of a Hatchet Job
on Jun 06, 2008
•
FFH
17 Comments
Three Stocks We're Long With High Conviction
on Oct 02, 2008
•
BRK.A
,
BRK.B
,
DLIA
15 Comments
Financials Likely in Dead Cat Bounce, But Fed's Now a Wildcard
on Mar 24, 2008
•
ABK
,
BSC
,
JPM
14 Comments
NYT Smears David Einhorn, Again
on Jun 12, 2008
•
LEH
13 Comments
Ambac's Earnings: You Can't Make This Stuff Up
on Apr 27, 2008
•
ABK
,
MBI
13 Comments
Why We Doubled Our Position in Borders
on Apr 18, 2008
•
BGP
13 Comments
Ambac's Announcement is a Joke; Disagreeing with Whitman on Monolines
on Mar 06, 2008
•
ABK
,
MBI
11 Comments
Thoughts on Ambac Bailout, MBIA, Berkshire's Muni Bond Backing
on Feb 24, 2008
•
ABK
,
BRK.A
,
MBI
10 Comments
Why We’re Short Hanesbrands
on Jul 11, 2008
•
HBI
9 Comments
David Einhorn/Lehman Brothers: Another NYT Hatchet Job
on Jun 13, 2008
•
LEH
9 Comments
MBIA Waits for Good News to Announce Bad
on Feb 07, 2008
•
MBI
9 Comments
Whitney Tilson’s Response on the Monolines
on Jun 18, 2008
•
ABK
,
MBI
8 Comments
Buffett's Offer: Great for Him, Terrible for Bond Insurers
on Feb 12, 2008
•
ABK
,
BRK.A
,
MBI
8 Comments
Ackman's Proposal for Bond Insurers - Some Thoughts
on Feb 21, 2008
•
ABK
,
MBI
6 Comments
Housing: Is it Going to Get Worse Before it Gets Better?
on Feb 19, 2008
3 Comments
Don't Sell on Microsoft Vista's Poor Reception
on Mar 12, 2007
•
MSFT
3 Comments
Don't Expect Other Bidders for Bear - Certainly Not Buffett
on Mar 18, 2008
•
BRK.A
,
BSC
,
JPM
2 Comments
Money Management and Philanthropy
on Jun 14, 2006
2 Comments
Wal-Mart's Mistakes Are Fixable - This Stock's Cheap
on Jun 14, 2007
•
WMT
1 Comment
Celebrate Express: $4 Cash Per Share, Essentially Break-Even
on Apr 29, 2007
•
BDAY
1 Comment
Berkshire Hathaway Still Selling At A Discount
on Nov 03, 2006
•
BRK.A
1 Comment
Three Views of the Housing Market and Homebuilder Stocks
on Aug 26, 2006
•
TOL
1 Comment
Berkshire Hathaway Q2 Earnings Preview
on Aug 02, 2006
•
BRK.A
,
BRK.B
1 Comment
1
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Articles by Ticker
ABK
,
BDAY
,
BGP
,
BOYD
,
BRK.A
,
BRK.B
,
BSC
,
CMG
,
DLIA
,
FFH
,
FNM
,
FRE
,
FTAR.OB
,
GE
,
GGP
,
HBI
,
HOV
,
ITB
,
JPM
,
LEH
,
LEN
,
MBI
,
MCD
,
MER
,
MSFT
,
PMI
,
RDN
,
REXI
,
SPOR
,
SPY
,
THI
,
TOL
,
USG
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WB
,
WEN
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WINN
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WMT
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XHB
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XLF
Latest Comments on Whitney Tilson's Articles
barkbark
on
Why We Doubled Our Position in Borders
: I'm curious about your mention of BKS' superior inventory...
more »
homogenik
on
David Einhorn/Lehman Brothers: Another NYT Hatchet Job
: Mr Tilson Im now reading this again and want to thank you for...
more »
U338129
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: No longer "able to" contribute.
more »
U338129
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: The only concern I have with my BRK stock is the obvious, Mr....
more »
ValueHuntr
on
What Went Wrong at GE?
: My analysis puts worst case scenario for GE at $6/share and...
more »
oldlures1
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: This just makes me all giddy inside. I've got one word for you:...
more »
Matcs
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: What is roughly the current credit spread on BRK? Did it come down...
more »
ouray
on
Why We’re Short Hanesbrands
: My research shoes HBI to be one of the best investments long term...
more »
drone
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: Who is the person going around putting thumb down on all negative...
more »
cellardoor1
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: Um, no...that might be why _innumerate_ investors are running...
more »
cellardoor1
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: Um, no...that might be why the innumerate investors are running...
more »
User 304437
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: Um, no...that might be why...innumerate investors are running...
more »
djw
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: > Berkshire’s maximum exposure is $37.0 billion, What makes...
more »
jcrash
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: 1. You say worst case his indexes are down 40% since the put...
more »
dlaw
on
Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
: I'll bet Goldman Sachs sold him the derivatives. Then they sold...
more »
Latest Comments on Whitney Tilson's Articles
Latest Comments on Whitney Tilson's Articles